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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $431,238 | $171,867+150.9% | $149,721+188.0% | $147,586+192.2% |
| Participation rate | 66.7% | 88.2%-21.5pp | 87.1%-20.4pp | 82.8%-16.2pp |
| Annual return | 19.61% | 2113.36%-2093.8pp | 1501.67%-1482.1pp | 578.59%-559.0pp |
| Employer contribution / active EE | $7,408 | $6,275+18.1% | $5,444+36.1% | $4,876+51.9% |
| Participant deferral / active EE | $12,320 | $7,270+69.5% | $6,568+87.6% | $5,439+126.5% |
| Admin fee / account holder | $6,953 | $13,799-49.6% | $11,282-38.4% | $10,886-36.1% |